EGR WEALTH LIMITED

• Principal Place of Business

  6th Floor, Lloyds Avenue House

  6 Lloyds Avenue

  London

  EC3N 3AX

  UNITED KINGDOM

  Phone

  +442035061099

  Web

  https://www.egrwealth.com

• Complaints Contact

  6th Floor, Lloyds Avenue House

  6 Lloyds Avenue

  London

  EC3N 3AX

  UNITED KINGDOM

  Phone

  +442035061099

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Stockbroking

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Investment Setup

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Manages Your Portfolio

  For Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Agustin Emil Hochschild

  IRN AEH01035

  • CF30 Customer (30 Jul 2014 to 21 Jan 2015)
• Alasdair Kilpatrick

  IRN AXK00429

  • [FCA CF] Functions requiring qualifications (15 Jul 2021 to 30 Apr 2022)
• Annalise Joanne Lythgoe

  IRN AJL01291

  • CF30 Customer (17 Dec 2014 to 25 Apr 2016)
• Arunkumar Subbiah

  IRN AXS03046

  • SMF3 Executive Director (1 Sep 2023 to 27 Feb 2026)
  • [FCA CF] Manager of certification employee (1 Mar 2021 to 27 Feb 2026)
  • [FCA CF] Material risk taker (1 Mar 2021 to 27 Feb 2026)
  • [FCA CF] Client dealing (1 Mar 2021 to 27 Feb 2026)
  • [FCA CF] Functions requiring qualifications (1 Mar 2021 to 27 Feb 2026)
  • CF30 Customer (29 Mar 2017 to 8 Dec 2019)
• Christopher Peter Long

  IRN CPL01047

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (11 Apr 2017 to 8 Dec 2019)
• Damion Aiton Carruel

  IRN DAC01124

  • CF30 Customer (26 Feb 2015 to 3 Oct 2016)
• David Henry Cecil Floyd

  IRN DHF01010

  • CF30 Customer (19 Feb 2014 to 8 Dec 2019)
• James Martin McNally

  IRN JMM01145

  • CF11 Money Laundering Reporting (1 Dec 2011 to 9 Jan 2015)
  • CF10 Compliance Oversight (1 Dec 2011 to 9 Jan 2015)
• Jason Kevin Britton

  IRN JKB01053

  • CF30 Customer (11 Mar 2015 to 6 Nov 2015)
• Jesse Oluwatamilore Olarinoye

  IRN JXO00385

  • 14. Managing investments
  • 17. Administrative functions in relation to managing investments
  • [FCA CF] Functions requiring qualifications (since 25 Mar 2026)
  • [FCA CF] Client dealing (since 25 Mar 2026)

• Egremont Capital Limited (no longer appointed)

  FRN 821723 · Appointed 26 Sep 2018 · Until 28 Mar 2022

• Parkmoore Capital Limited (no longer appointed)

  FRN 771325 · Appointed 9 Feb 2017 · Until 19 Jul 2017

• Exeter Capital Ltd (no longer appointed)

  FRN 759600 · Appointed 30 Sep 2016 · Until 11 May 2017

No changes recorded yet.